The New Value Of ARR: Growth Isn’t The Only Metric Investors Measure
TL;DR: What can the stock market tell us about SaaS? Let’s do a quick dive.
Morning Report: Can Uber Freight Drive Margin?
Morning Report: Uber Freight is here. But can it drive margin and not just revenue, unlike some other Uber experiments?
The Streaming Wars Continue, And SoundCloud Is In The Balance
It’s been a challenging year for SoundCloud. And it’s last quarter hasn’t made things any easier on the music-streaming startup.
Morning Report: Underscoring The Irony Of Lyft And Waymo’s New Deal
Morning Report: Let’s recall the history of Google and Uber, as it makes the recent news that Lyft and Waymo are now partners pretty damn funny.
Reminding Ourselves Why Spotify Needs To IPO Quickly
Reports out this morning repeat prior reporting that Spotify may go public this year or the next through a “direct listing.”